Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads for IT & Telecom services into Salesforce using Pabbly Connect with this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, first, access Pabbly Connect. You can do this by visiting the Pabbly website and signing in to your account.

If you are a new user, you can sign up for free and get 100 tasks free every month. Once signed in, navigate to the Pabbly Connect dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate your integration process. You will be prompted to name your workflow and select a folder to save it in. using Pabbly Connect

• Choose a descriptive name for your workflow, such as ‘Integrate IndiaMART Leads to Salesforce’.
• Select the folder where you want to save this workflow.

After naming your workflow, click on the ‘Create’ button. This will open the workflow window where you will set up the trigger and actions for your integration.

3. Setting Up the Trigger in Pabbly Connect

To begin the automation, select IndiaMART as your trigger application. This means that whenever a new lead is generated, it will trigger the workflow.

Next, choose the trigger event as ‘New Leads’. Pabbly Connect will provide you with a webhook URL that you need to copy for the next steps.

• Log in to your IndiaMART account.
• Navigate to the Lead Manager section and select Import/Export Leads.
• Choose ‘Push API’ and enter the copied webhook URL.

After entering the webhook URL, save the details. This establishes a connection between IndiaMART and your workflow in Pabbly Connect.

4. Configuring the Action in Pabbly Connect

Now that your trigger is set, it’s time to configure the action. Select Salesforce as your action application. This will allow the details of the new lead to be automatically added to Salesforce. using Pabbly Connect

Choose the action event as ‘Create Lead’. Click on the ‘Connect’ button to establish a connection between Pabbly Connect and your Salesforce account.

If prompted, allow Pabbly Connect to access your Salesforce account. Map the required fields from the IndiaMART lead response to the Salesforce lead fields.

By mapping these fields, you ensure that the data flows seamlessly from IndiaMART to Salesforce, streamlining your lead management process.

5. Testing the Integration in Pabbly Connect

After setting up the trigger and action, it’s crucial to test the integration. Create a test lead in your IndiaMART account to see if it successfully transfers to Salesforce.

Once you submit the test lead, return to your Pabbly Connect workflow to check for the captured response. If the integration is successful, you will see the details of the test lead reflected in Salesforce.

Confirm that all mapped fields are correctly populated in Salesforce, ensuring that Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads for IT & Telecom services into Salesforce using Pabbly Connect. This automation simplifies lead management, ensuring timely follow-ups and improved sales efficiency. By following these steps, you can streamline your workflow and enhance your business operations.